Don’t Worry, Retire Happy retirement financial planning !
We Provide Financial, Legacy, and Tax Reduction Planning Services
Don’t Worry, Retire Happy retirement financial planning !
We Provide Financial, Legacy, and Tax Reduction Planning Services
Could 15 minutes really change your life?
No -I don’t mean to save you 15% on car insurance (thanks a lot Geico).
I mean to truly transform your life and your relationships.
That’s all the time it will take to answer the questions I prepared for you.
But I promise, thinking about the answers can change everything.
We’ve seen it:
Protect spouses…
Bring families back together…
Add a deeper level of communication and meaning to relationships…
Ensure valued memories and traditions are continued…
And Leave a Legacy that lives beyond you.
Yes 15 minutes can truly be that powerful.
If you will take the time to click on the link and answer the questionnaire, you will understand what I mean, and it will be worth your while.
You don’t have to answer all of the questions, just whatever you feel comfortable with / inspired by at that moment.
I will call to set up a time to discuss your answers with you after I have reviewed them.
Take the legacy assessment now, I promise you will be glad you did.
To receive the assessment, please send me an email with "legacy assessment" in the subject line.
Over a Decade’s Worth of Experience in Financial Planning
Chuck’s passion is to help you with all the pieces of your retirement plan so you can retire with confidence. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial and retirement goals.
Chuck is also a contribution author on Don’t Worry, Retire Happy! Seven Steps to Retirement Security. It is a guide for straightforward retirement planning in uncertain times. Avoid living a just-in-case retirement and enjoy the fruits of your labor!
Chuck maintains a Series 65 license as well as life and health insurance licenses. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. In addition to his passion for helping others, Chuck enjoys spending time with his family and playing golf with his son Carson.